JWCA
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J.W. Cole Advisors’s ProShares Short S&P500 SH Stock Holding History

J.W. Cole Advisors’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14,872
Closed -$810K – 856
2021
Q4 		$810K Buy
+14,872
New +$845K 0.05% 339

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FFC
Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

J.W. Cole Advisors's SH Position: Q1 2022 in Review

J.W. Cole Advisors sold out of ProShares Short S&P500 (SH) in Q1 2022, closing a stake of 14,872 shares — an estimated $810K sold.

J.W. Cole Advisors first reported a position in SH in Q4 2021 and held it in 1 quarter. The position peaked at $810K in Q4 2021. 202 funds tracked by Wall St. Rank hold SH as of Q1 2022.

  • J.W. Cole Advisors reported no remaining ProShares Short S&P500 position as of Q1 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 14,872 ProShares Short S&P500 shares in Q1 2022, an estimated $810K.
  • J.W. Cole Advisors first reported a position in ProShares Short S&P500 in Q4 2021 and held it in 1 quarter.
  • J.W. Cole Advisors's ProShares Short S&P500 position peaked at $810K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2022.

Based on J.W. Cole Advisors's 13F filing for Q1 2022, filed 16 May 2022.